AssetWise Institute

Cost Segregation for Real Estate Investors and Tax Pros – Accelerated Depreciation Under Today’s Rules

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About Course

Stop waiting 27.5 or 39 years to get your money back from the IRS.
If you own rentals or commercial property and you’re not using cost segregation, you’re probably overpaying in taxes and leaving cash trapped in your building.

In this step-by-step cost segregation course, we walk through exactly how accelerated depreciation works under current law, and how to use engineered studies the right way so you can maximize deductions without putting yourself or your clients at risk.

I designed this class for real estate investors, landlords, and tax professionals who want plain-English explanations, real numbers, and practical checklists—not dense textbooks.

By the end of this course, you’ll be able to:
• Explain what a cost segregation study is and when it actually makes sense
• Understand 5-, 7- and 15-year property vs 27.5/39-year building property
• See how cost seg interacts with bonus depreciation and the existing phase-out rules
• Compare “do nothing” vs “full cost seg” vs “partial catch-up” strategies with real examples
• Read and interpret an engineered cost segregation report and tie it to Form 4562
• Spot good candidates for studies (and when cost segregation is a bad idea)
• Ask the right questions of engineers, vendors, and CPAs so you don’t get sold junk
• Understand how cost seg fits with repair regs, improvements, and dispositions
• Plan ahead for exit strategies (1031 exchanges, sales, recapture, and long-term planning)

Who this course is for:
• Small and midsize real estate investors (single family, small multifamily, mixed use, light commercial)
• Landlords and property managers who want to speak confidently with their CPA
• CPAs, EAs, and tax preparers who advise real estate clients and want a cost seg “playbook”
• High-income W-2 earners using rentals to reduce taxable income

What’s included inside the class:
• Short, focused video lessons in plain English
• Complete walkthrough of a real cost segregation report
• Example case study (under $1M property) showing before/after tax savings
• Printable checklists: “Is This Property a Cost Seg Candidate?” and “Questions to Ask a Cost Seg Vendor”
• Quick-reference guide to asset lives (5/7/15/27.5/39-year) under MACRS
• High-level overview of how cost segregation fits into the current Big Beautiful Tax Bill rules
• Ongoing access to updates as tax rules change

Difficulty level:
Intermediate – you don’t need to be a CPA, but you should already know the basics of rental property or small-business tax.

Important disclaimer:
This course is educational only. It does not create a CPA–client or EA–client relationship and is not individualized tax, legal, or financial advice. Always discuss your specific situation with your own tax professional before implementing strategies covered in this training.

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What Will You Learn?

  • Learn how cost segregation reclassifies building components into faster-depreciating 5, 7, and 15-year property
  • Understand when cost segregation actually makes sense for your rentals, STRs, or commercial buildings
  • Estimate potential tax savings using a safe DIY planning template before paying for a full engineering study
  • Identify high-value components inside and outside a building that are “tax gold” under current depreciation rules
  • See how cost segregation interacts with bonus depreciation, Real Estate Professional status, and short-term rentals
  • Plan multi-year tax strategies that combine cost seg with 1031 exchanges and long-term portfolio growth
  • Spot red flags and high-risk classifications in third-party cost seg reports so you can protect yourself and your clients
  • Turn cost segregation knowledge into a repeatable advisory service inside a tax or accounting practice

Course Content

Module 0 – Big Picture & Cost Segregation Roadmap
This module sets the stage for the entire course. You’ll see who cost segregation is for, why it matters under the Big Beautiful Tax Bill, and how the course is structured so you can follow the roadmap in order. By the end of this module, you’ll know exactly what to expect and how to get the most value whether you’re an investor, STR host, or tax pro.

Module 1 – Cost Seg Fundamentals: How Buildings Turn into Deductions
This module gives you a solid foundation in how depreciation works, how assets are classified into 5/7/15/27.5/39-year property, and how bonus depreciation supercharges cost seg. You’ll also walk through a full example so you can see how the numbers actually play out on a real-world property.

Module 2 – DIY Cost Seg Planning & Templates
This module shows you how to safely use a planning template to estimate cost seg benefits without stepping into “fake study” territory. You’ll learn what inputs you need, how to handle land vs building splits, how to compare different properties, and when a professional engineering study becomes essential.

Module 3 – Strategy: Using Cost Seg in Real Life
Here you’ll move from numbers to strategy. This module covers Real Estate Professional Status, the short-term rental “loophole,” multi-year planning, depreciation recapture at sale, and how to combine cost seg with 1031 exchanges for long-term growth.

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